Claritysoft vs. Gorgias

Claritysoft is well suited if you need more of an address book as your CRM. Situations where sales are more passive and based on increasing awareness instead of hard, closing sales. In my previous role selling medical equipment, this would NOT work. However, in my current role where awareness is the key factor that drive smaller sales amounts, it does it's job. I've just been in a lot more roles where I need to upload contracts with signatures and track sales Opportunities, and Claritysoft doesn't seem able to do that.

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Gorgias is one of the easiest platforms I've used, as it was easy to navigate. You can customize your views so you can easily track them. The shared views are also specific and convenient. The search button is also one thing I like, as it easily shows what you're looking for with just keywords, email addresses, or any information.

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• Claritysoft provides great software for keeping track of all the activities you've completed for a customer or lead.
• Claritysoft also has a great setup with creating new activities that need to be completed in the future so you do not forget.
• Claritysoft also has a very good support team. When we have questions or problems, Claritysoft is very prompt to address them.

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• Tagging- the tagging system was a great way to stay organized.
• Rules- when you have 49 inboxes implementing rules on when to fire a macro or auto tag is necessary and Gorgias’ UI was easy to understand and execute.
• Integrations- I had to integrate with dozens of inboxes many times using aliases and most of the time Gorgias was able to help.

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• There is no spell-check function to use when you are sending emails.
• Some of the functions you need when deleting records and the like are not always available on every page when you are working in the application.
• When moving quotes to opportunities, the attachments go with the move so when you go back to the quote, it is not there. Also, when you move a quote it does not automatically fill in the quote number as it was on the quote, it creates a new number. This should be fixed.
• When you convert a lead it does not move the lead to archives or get rid of it. It leaves it in the Leads area and so you have to manually get rid of it.
• There is no auto-dial feature built into Claritysoft.
• The mobile app needs to look and feel just like the online version.

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• Rules are powerful, but clunky, showing them to others can put them off as it looks "easy to break" because of their messy nature.
• Pricing seems to be increasing due to the inclusion of more advanced AI that currently does not provide value.
• Macros could really use contextual support, or a hotkey system to make it easier to pick highly used ones that aren't in the top 3.

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It works for us and the support is excellent

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It is VERY, VERY, simple and easy to use and learn. All I needed was a super brief 30 minute overview to understand how to use it, and their Customer Support is pretty good. I was raised on Salesforce, which is much more complicated, but allows you to do so much more.

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Gorgias is still by far most the most complete customer service tool to handle multiple responses and channels at a single umbrella without the needs of opening multiple tabs and sometimes will even make us missed some messages what supposed to be taken care of at a timely manner

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They are very helpful and quick whenever I have a question about Claritysoft CRM. I think the guy I've spoken with is named Evan, and he's been very helpful. Claritysoft, give the man a raise if you know who I'm talking about. He responds super quick with truly helpful insights.

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So easy to do - you control the process, supported by the Claritysoft

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Claritysoft's emails are much easier to use since Salesforce is in the middle of switching from Classic to Lightning. Also, Salesforce does not have a native group edit option. Claritysoft is much more data driven and you can use all functions of Excel to customize reports. However, Claritysoft does not have as many third-party add-on options compared to Salesforce's app exchange.

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We selected Gorgias from Zendesk based on its Shopify integration. Given how many stores we were managing the team needed to quickly find all of a customer's information in an email. We preferred it to Zendesk. However, now that I use intercom I have many more features such as surveys, topics, extensive reporting, auto tags, and series I prefer intercom for my work now

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• It has made it easier to see our overall sales for each sales rep.
• The only negative is that we cannot change over the account, contacts, leads, and opportunities with one ownership field. You have to do each one separate and when you are transferring 1000 clients this takes much too long to do. No reason for it.

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• Drastically reduced our response time from 2 business days, to 2 hours on average.
• Made it easier to sync data for damaged item, allowing us to better understand damages.
• Allowed us to easily see that statistics of what kind of issues we are seeing from our customers.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info